BUIDX – Buffalo Growth & Income Inst Investment Strategy | Morningstar

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Strategy

The investment seeks current income; long-term growth of capital is a secondary objective. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a mix of growth equity securities and income producing securities, with no minimum or maximum investment requirements specified for either category. The fund may invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts (“ADRs”) and securities of foreign companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BUFDX	Buffalo Growth & Income Fund	No Load	Open			Dec 3, 2012	$44.83M	0.920%	Above Average	$2,500	−$9.42M
BUIDX	Buffalo Growth & Income Fund Institutional Class	Institutional	Open			Jul 1, 2019	$137.22M	0.780%	Above Average	$250,000	−$9.79M

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